Purchases and Sales Made in Q1 2023 in Capital Group Growth ETF Shs C (CGGR)
This table provides information about the institutional ownership of Capital Group Growth ETF Shs C (CGGR) during Q1 2023. The information is specifically focused on institutions that hold shares of CAPITAL GROUP GROWTH ETF SHS C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
29.3K+ 53.41% |
$581K - $676K
|
84.3K
$3.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.8K+ 4.57% |
$570K - $664K
|
658K
$24.3M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28.7K+ 59.96% |
$568K - $662K
|
76.6K
$2.83M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.6KNew |
$487K - $567K
|
24.6K
$910K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
22.5KNew |
$445K - $518K
|
22.5K
$832K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
20.2K+ 3.96% |
$400K - $466K
|
530K
$19.6M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20.1K+ 50.53% |
$399K - $464K
|
60K
$2.22M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
19.1KNew |
$377K - $439K
|
19.1K
$705K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
18.4KNew |
$364K - $424K
|
18.4K
$681K
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
18K+ 24.14% |
$356K - $414K
|
92.4K
$3.42M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
17.8K+ 170.52% |
$353K - $411K
|
28.3K
$1.05M
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
16.8K+ 17.86% |
$332K - $387K
|
111K
$4.1M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.5KNew |
$327K - $381K
|
16.5K
$611K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
14.6KNew |
$290K - $337K
|
14.6K
$541K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
14.4KNew |
$285K - $332K
|
14.4K
$532K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.2K+ 4.75% |
$281K - $327K
|
313K
$11.6M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.9KNew |
$275K - $320K
|
13.9K
$514K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
13.9K+ 31.47% |
$275K - $320K
|
57.9K
$2.14M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
12.5K+ 7.21% |
$248K - $289K
|
186K
$6.89M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11.1KNew |
$219K - $255K
|
11.1K
$410K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.6K+ 7.14% |
$210K - $244K
|
159K
$5.88M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9.9KNew |
$196K - $228K
|
9.9K
$366K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
9.86K+ 77.59% |
$195K - $227K
|
22.6K
$835K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.57KNew |
$189K - $221K
|
9.57K
$354K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.36K+ 12.9% |
$185K - $216K
|
81.9K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.35K+ 520.37% |
$165K - $193K
|
9.96K
$368K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
7.5K+ 23.62% |
$148K - $173K
|
39.3K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
7.49K+ 1.52% |
$148K - $173K
|
501K
$18.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.32K+ 25.01% |
$145K - $169K
|
36.6K
$1.35M
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
7.14K+ 5.15% |
$141K - $164K
|
146K
$5.39M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
6.27K+ 6.26% |
$124K - $145K
|
107K
$3.94M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5.8KNew |
$115K - $134K
|
5.8K
$215K
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
5.47K+ 10.14% |
$108K - $126K
|
59.4K
$2.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.11K+ 11.69% |
$101K - $118K
|
48.8K
$1.81M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
5.03K+ 2.44% |
$99.5K - $116K
|
211K
$7.82M
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
4.92K+ 15.89% |
$97.3K - $113K
|
35.9K
$1.33M
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4.65K+ 12.27% |
$91.9K - $107K
|
42.5K
$1.57M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.53K+ 25.56% |
$89.7K - $104K
|
22.3K
$824K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.79K+ 35.15% |
$75K - $87.3K
|
14.6K
$539K
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.56K+ 0.86% |
$70.4K - $82K
|
416K
$15.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
3.5K+ 72.92% |
$69.3K - $80.7K
|
8.3K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.43K+ 16.13% |
$67.8K - $78.9K
|
24.7K
$912K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.39K+ 5.07% |
$67K - $78K
|
70.2K
$2.6M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.15K+ 28.94% |
$62.3K - $72.5K
|
14K
$519K
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
BUY
|
- |
2.97K+ 19.13% |
$58.8K - $68.5K
|
18.5K
$685K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.62K+ 11.38% |
$51.9K - $60.4K
|
25.6K
$949K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.58K+ 13.84% |
$51.1K - $59.5K
|
21.2K
$786K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.38KNew |
$47K - $54.7K
|
2.38K
$87.9K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.31K+ 0.24% |
$45.6K - $53.1K
|
957K
$35.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.27K+ 4.54% |
$44.9K - $52.3K
|
52.3K
$1.93M
|